OAKM

Oakmark U.S. Large Cap ETF
OAKM

Overview Fund Activity

47 hedge funds and large institutions have $410M invested in Oakmark U.S. Large Cap ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 20 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
47
Holders Change
+15
Holders Change %
+46.88%
% of All Funds
0.63%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
20
Increased
20
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
1
Choate Investment Advisors
Massachusetts
$239M
2
HWM
2
Horizon Wealth Management
Illinois
$37.7M
3
AF
3
Abound Financial
California
$15.4M
4
LPL Financial
4
LPL Financial
California
$13.8M
5
SPIA
5
Steward Partners Investment Advisory
New York
$7.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
GS
2
GTS Securities
New York
$757K
3
Jane Street
3
Jane Street
New York
$452K
4
SMAM
4
Sugar Maple Asset Management
Wisconsin
$668K
5
GWM
5
Geneos Wealth Management
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SFC
26
Sprinkle Financial Consultants
Colorado
$709K 27,601 +27,601 New
SMAM
27
Sugar Maple Asset Management
Wisconsin
$668K 25,995 -6,822 -21%
MCA
28
Magnolia Capital Advisors
Mississippi
$657K 25,565 +598 +2%
MML Investors Services
29
MML Investors Services
Massachusetts
$558K 21,718 +5,718 +36%
Jane Street
30
Jane Street
New York
$452K 17,597 -8,900 -34%
MWM
31
Maridea Wealth Management
New York
$411K 16,016 +16,016 New
NLP
32
Next Level Private
New York
$340K 13,252 +13,252 New
SCM
33
Sage Capital Management
New Jersey
$270K 10,500 +10,500 New
DC
34
Davenport & Co
Virginia
$259K 10,100 +10,100 New
GRP
35
Global Retirement Partners
California
$220K 8,580 +8,580 New
PFS
36
Prospera Financial Services
Texas
$218K 8,500 +8,500 New
HighTower Advisors
37
HighTower Advisors
Illinois
$207K 8,071 +8,071 New
BRWA
38
B. Riley Wealth Advisors
Florida
$205K 8,000 +8,000 New
SN
39
Sittner & Nelson
Oregon
$166K 6,465 +4,765 +280%
PTC
40
Private Trust Company
Ohio
$122K 4,748 +4,748 New
RIL
41
Rothschild Investment LLC
Illinois
$51.4K 2,000 – –
Morgan Stanley
42
Morgan Stanley
New York
$44.6K 1,736 +1,736 New
BCM
43
Blume Capital Management
California
$25.7K 1,000 +200 +25%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$15K 573 +573 New
MCM
45
MAI Capital Management
Ohio
$5.14K 200 – –
AF
46
Advisornet Financial
Minnesota
$2.67K 104 -257 -71%
1IA
47
1620 Investment Advisors
Massachusetts
$257 10 – –
Citadel Advisors
48
Citadel Advisors
Florida
– – -179,599 Closed
GWM
49
Geneos Wealth Management
Colorado
– – -786 Closed
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
– – -490 Closed
1
2